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IFM Investors Portfolio holdings
AUM
$15.1B
1-Year Est. Return
40.57%
This Fund
S&P 500
This Quarter
Est. Return
+6.36%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$3.74B
AUM Growth
+$591M
(+19%)
Cap. Flow
+$426M
Cap. Flow
% of AUM
11.4%
Top 10 Holdings %
Top 10 Hldgs %
25.59%
Holding
598
New
3
Increased
577
Reduced
5
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$25.8M |
| 2 |
Microsoft
MSFT
|
+$20.4M |
| 3 |
Amazon
AMZN
|
+$17M |
| 4 |
Tesla
TSLA
|
+$8.27M |
| 5 |
Meta Platforms (Facebook)
META
|
+$7.02M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TIF
Tiffany & Co.
TIF
|
+$1.38M |
| 2 |
CXO
CONCHO RESOURCES INC.
CXO
|
+$1.1M |
| 3 |
DuPont de Nemours
DD
|
+$686K |
| 4 |
Snowflake
SNOW
|
+$41.4K |
| 5 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$28.6K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.32% |
| 2 | Financials | 13.68% |
| 3 | Healthcare | 13.19% |
| 4 | Consumer Discretionary | 12.1% |
| 5 | Communication Services | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
JB Hunt Transport Services
JBHT
$25.2B
| $1.48M | 0.04% |
8,780
+917
| +12% | +$138K |
|
452
Lincoln National
LNC
$8.81B
| $1.47M | 0.04% |
23,570
+5,011
| +27% | +$277K |
|
453
Fortune Brands Innovations
FBIN
$6.06B
| $1.47M | 0.04% |
17,896
+2,682
| +18% | +$203K |
|
454
Domino's
DPZ
$11.6B
| $1.47M | 0.04% |
3,984
+268
| +7% | +$98.9K |
|
|
VMW
455
DELISTED
VMware, Inc
VMW
| $1.46M | 0.04% |
9,734
+1,758
| +22% | +$251K |
|
456
Pultegroup
PHM
$25.3B
| $1.46M | 0.04% |
27,887
+1,465
| +6% | +$68.4K |
|
457
Elanco Animal Health
ELAN
$11.1B
| $1.45M | 0.04% |
49,103
+10,278
| +26% | +$316K |
|
458
Hormel Foods
HRL
$13.8B
| $1.43M | 0.04% |
29,828
+2,117
| +8% | +$100K |
|
459
Crown Holdings
CCK
$13.1B
| $1.42M | 0.04% |
14,603
+752
| +5% | +$72.5K |
|
460
Gen Digital
GEN
$17.5B
| $1.41M | 0.04% |
66,444
+10,957
| +20% | +$230K |
|
461
Eastman Chemical
EMN
$8.42B
| $1.41M | 0.04% |
12,823
+654
| +5% | +$71K |
|
462
Pool Corp
POOL
$7.5B
| $1.4M | 0.04% |
4,052
+213
| +6% | +$74.2K |
|
463
C.H. Robinson
CHRW
$17.5B
| $1.39M | 0.04% |
14,565
+1,296
| +10% | +$121K |
|
464
Zscaler
ZS
$27.3B
| $1.38M | 0.04% |
8,056
+901
| +13% | +$179K |
|
465
Lumen
LUMN
$6.44B
| $1.38M | 0.04% |
103,502
+14,102
| +16% | +$175K |
|
466
Host Hotels & Resorts
HST
$16B
| $1.38M | 0.04% |
81,686
+11,913
| +17% | +$186K |
|
467
GoDaddy
GDDY
$11.5B
| $1.38M | 0.04% |
17,712
+1,345
| +8% | +$108K |
|
468
Howmet Aerospace
HWM
$112B
| $1.36M | 0.04% |
42,219
+2,174
| +5% | +$62.6K |
|
469
Loews
L
$23.6B
| $1.35M | 0.04% |
26,346
+1,705
| +7% | +$83.1K |
|
470
UDR
UDR
$12.3B
| $1.35M | 0.04% |
30,810
+2,539
| +9% | +$105K |
|
471
Devon Energy
DVN
$47.3B
| $1.35M | 0.04% |
+61,744
| New | +$1.27M |
|
472
CenterPoint Energy
CNP
$26.8B
| $1.34M | 0.04% |
59,222
+13,124
| +28% | +$280K |
|
473
Packaging Corp of America
PKG
$22.8B
| $1.34M | 0.04% |
9,974
+1,032
| +12% | +$141K |
|
474
Snap-on
SNA
$21.5B
| $1.34M | 0.04% |
5,791
+492
| +9% | +$96.9K |
|
475
LKQ Corp
LKQ
$6.29B
| $1.32M | 0.04% |
31,174
+1,703
| +6% | +$67K |
|
Similar funds
IA
AT
UM
FCAS
RFC
GF
NMO
IFM Investors's Q1 2021 Portfolio in Review
As of Q1 2021, IFM Investors held 598 positions worth $3.74B, up 19% from $3.15B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
IFM Investors deployed $426M of net new capital in Q1 2021, opening 3 new positions and adding to 577 existing holdings. Its largest new stake was Plug Power: 51,312 shares worth $1.84M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was DuPont de Nemours, an estimated $686K trimmed.
- IFM Investors's largest Q1 2021 buy was Plug Power: 51,312 shares worth $1.84M.
- IFM Investors added most to Apple in Q1 2021, an estimated $25.8M increase.
- IFM Investors's biggest Q1 2021 reduction was DuPont de Nemours, cutting an estimated $686K.
- IFM Investors fully exited Tiffany & Co. in Q1 2021, selling an estimated $1.38M.
- IFM Investors's ten largest holdings make up 26% of its $3.74B portfolio in Q1 2021.
- IFM Investors opened 3 new positions and closed 2 in Q1 2021.
- IFM Investors's portfolio value rose 19% quarter-over-quarter to $3.74B.
Based on IFM Investors's 13F filing for Q1 2021, filed 5 May 2021.